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Kyle M Steinhauser

Osaic Wealth, Inc.

Orange Village, OH

CRD 6567102

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-24
  • OH RA
    APPROVED
    Since 2025-01-24

Branch Locations

100 Park Avenue Suite 425, Orange Village, OH 44122-4242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Orange Village OH 10/2015 01/2025
Osaic Wealth, Inc. Orange Village OH 01/2025 Present
  • 10/2015 → 01/2025
    Lincoln Financial Advisors Corporation
    Orange Village, OH
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Orange Village, OH
Previous Registrations
  • 2019-02-27 → 2025-01-24
    Osaic Fa, Inc.
    Orange Village, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-18
  • S66 Uniform Combined State Law Examination
    2019-03-18
Other Names
  • Kyle Steinhauser

View on SEC IAPD

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